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Putnam Sustainable Retirement Mat R PRMKX

Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 16.00  /  +0.31 %
  • Total Assets 201.0 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Target-Date Retirement
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.91%
  • Turnover 121%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:18 PM GMT+0

Morningstar’s Analysis PRMKX

Will PRMKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Putnam Sustainable Retirement Mat R's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings PRMKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam ESG Core Bond ETF

51.27 103.4 Mil

Putnam ESG High Yield ETF

16.81 33.9 Mil

Putnam Sustainable Leaders ETF

14.55 29.3 Mil

Putnam Sustainable Future ETF

7.21 14.5 Mil

Putnam ESG Ultra Short ETF

5.73 11.5 Mil

Putnam PanAgora ESG Intl Eq ETF

4.20 8.5 Mil

Net Cash

0.24 476,036
Cash and Equivalents